Allen Capital Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Allen Capital Group’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.3M	Buy	6,094 +1,755	+40%	+$359K	0.11%	130
2026 Q1	$833K	Buy	4,339 +1,672	+63%	+$331K	0.07%	143
2025 Q4	$511K	Buy	+2,667	New	+$506K	0.05%	195
2023 Q1	–	Sell	-1,637	Closed	-$231K	–	189
2022 Q4	$231K	Buy	+1,637	New	+$229K	0.23%	36

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Allen Capital Group's RSP Position: Q2 2026 in Review

Allen Capital Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 40% in Q2 2026, buying an estimated $359K and bringing the position to 6,094 shares worth $1.3M. The position accounts for 0.11% of the portfolio, ranked #130.

Allen Capital Group first reported a position in RSP in Q4 2022 and has held it in 4 quarters since. 2,313 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Allen Capital Group held 6,094 shares of Invesco S&P 500 Equal Weight ETF worth $1.3M as of Q2 2026.
Allen Capital Group bought 1,755 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $359K.
Invesco S&P 500 Equal Weight ETF made up 0.11% of Allen Capital Group's portfolio in Q2 2026, its #130 holding.
Allen Capital Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 4 quarters since.
2,313 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.